GLOBAL INSIGHTS FROM WORLD-RENOWNED THOUGHT LEADERS

JOIN INDUSTRY EXPERTS FOR A DISCUSSION ON INVESTMENT OUTLOOKS, TRENDS, RISKS, AND OPPORTUNITIES IN THE ALTERNATIVE INVESTMENT MARKET. NETWORK WITH A SELECT GROUP OF INVESTMENT MANAGERS AND INSTITUTIONAL INVESTORS AT THE HISTORIC FARMINGTON COUNTRY CLUB IN CHARLOTTESVILLE, VIRGINIA.
 

The Conference

As the alternative investment industry undergoes continual change amidst a tumultuous market environment, building strategies from cornerstone principles can help firms prosper despite ongoing turbulence.

 

Join our renowned speakers as they analyze the current state of investing and uncover domestic and global investment opportunities. We will unpack the driving forces of the alternative investments market, organizational best practices, and the core elements underpinning successful investment strategies and their macroeconomic impact.

 

Event Agenda

WOMEN'S LEADERSHIP ROUNDTABLE
SEPT 18, 2019: 9AM-10:30 AM
FARMINGTON COUNTRY CLUB

Ladies, join us for our Women's Leadership Roundtable to connect with other industry leaders and engage in important discussions affecting the current marketplace. Share your perspectives and learn from fellow women executives over a breakfast meeting.

CHARITY GOLF TOURNAMENT
SEPT 18, 2019: 10AM TO 4PM
KESWICK HALL & GOLF CLUB

We are pleased to announce this year's charity golf outing at the renowned Full Cry at Keswick Hall & Golf Club, a Pete Dye-designed course. This friendly competition will be held in a shotgun style format and will be followed by a Welcome Reception Dinner at Farmington Country Club. All registered conference attendees are welcome to attend the reception.  A donation of the proceeds will go to benefit Homestretch, a charitable program designed to empower homeless families to attain self-sufficiency and end the cycle of homelessness. For more information, visit www.homestretchva.org 

KICKOFF COCKTAIL AND WELCOME DINNER RECEPTION
SEPT 18, 2019 5PM TO 9PM
FARMINGTON COUNTRY CLUB

Join us for a Kickoff Cocktail Reception following the conclusion of the charity golf tournament. Here, attendees will be able to sample the finest Virginia wines in a relaxed, yet spirited, setting. Afterwards, please join us at our Welcome Reception Dinner. All registered conference attendees are welcome to attend the reception.

ALTERNATIVE INVESTMENT CONFERENCE
SEPTEMBER 19, 2019

07:45 AM           Registration/Breakfast Reception

08:50 AM           Opening Remarks: Ian Asvakovith, Piedmont Fund Services

09:00 AM           U.S. - China Trade War Part II: Impact of Global Economic Tensions 

Jutta Hennig, Global Trade Journalist

Dr. Carol Corrado, Distinguished Principal Research Fellow, The Conference Board

Daniel Marks, Head of Capital Investment for North America, ​British Embassy Washington​

Dr. David Martin, Founder and Chairman, M·CAM International

Anthony Nelson, Director of East Asia & Pacific, Albright Stonebridge Group​

10:00 AM           Sustainability & Impact Investing: Why Investors Must Look Beyond Financial Returns  

P. Noel Kullavanijaya, Principal, Equilibrium Capital

Tom Murcott, Advisory Board Member & Development Officer, NeWay Capital

Locke Ogens, State Director, The Nature Conservancy

Joseph Weiler, Partner, FullCycle

 ​​

11:00 AM           Networking Break

11:30 AM           Private Investment Opportunities: Creative Deal Sourcing in the High Valuation

                           Environment

James Maloney, Founder & President, The JHM Group

Mehmet Budak, Founder/Managing Principal, Bessley Capital LLC

Robb Doub, General Partner, New Markets Venture Partners

Sever Totia, Partner, 3TS Capital Partners

12:30 PM            Luncheon Keynote:  China’s Digital Revolution

                            Winston Wenyan Ma, Former Head of North America, China Investment Corporation

02:15 PM            Hedge Fund Opportunities: Where is Risk Mis-Priced Today? Will Hedge Funds be on

                            the Right Side of This Unwind?

James Sheffield, Head of Global Equities, Clark Enterprises

Jonathan Caplis, CEO, PivotalPath

Roscoe Shaw, Co-Founder and Portfolio Manager, Kudzu Fund

Ajai Thomas, Managing Director, Hollis Park Partners

                           Ryan Vardeman, Co-Founder and Portfolio Manager, Palogic Capital Management, LLC

03:15 PM            New Fund Launch Announcements

03:30 PM            Networking Break

​                         

04:00 PM            Roundtable Discussions

                       

05:15 PM            Networking Cocktail Reception 

 

 
 

Speakers

Winston Wenyan Ma
Keynote Speaker
Mehmet Budak
Bessley Capital
Jonathan Caplis
PivotalPath
Dr. Carol Corrado
The Conference Board
Robb Doub
New Markets Venture Partners
Mary Margaret Frank
UVA Darden School of Business
Jutta Hennig
Global Trade Journalist
P. Noel Kullavanijaya
Equilibrium Capital
James Maloney
The JHM Group
Daniel Marks
British Embassy Washington
David Martin
M·CAM International
Tom Murcott
NeWay Capital
Anthony Nelson
Albright Stonebridge Group
Locke Ogens
The Nature Conservancy
Roscoe Shaw
Kudzu Fund
James Sheffield
Clark Enterprises
Ajai Thomas
Hollis Park Partners
Sever Totia
3TS Capital Partners
Ryan Vardeman
Palogic Capital Management
Joseph Weiler
FullCycle
Show More
 
 

Getting Here

AIRPORTS

Charlottesville Airport (CHO) - 7.0 mi

Richmond International Airport (RIC) - 76.0 mi

Washington Dulles International Airport (IAD) - 85.0 mi

HOTELS

Farmington Country Club - 0.0 mi (website

Tel. (434) 296-5661

Room Block Available

Email events@pfsglobal.com for details

Boar's Head Inn - 0.9 mi (website)

Tel. (434) 972-2246 

Room Block Available

Email events@pfsglobal.com for details

Omni Hotels - Charlottesville - 4.7 mi (website)

Tel. (434) 971-5500

 

Farmington History

The estate of Farmington was patented in 1735, and was first built upon at some period prior to 1780. At the time of the American Revolution, the Commonwealth of Virginia confiscated the property from owner Francis Jerdone, who was a Tory, because of his political principles. Mr. Jerdone was able to regain the estate and then sold it to George Divers in 1785. Legend has it that Mr. Divers, who was in Philadelphia at the time of the sale, rode two horses to death in his dash south to claim the estate.

It was under Mr. Diver’s ownership that in 1803, Thomas Jefferson drew plans for an addition to the house, an octagonal addition with two rooms. A subsequent owner, General Bernard Peyton, divided the Jefferson Room into two stories and four rooms.

In the spring of 1927, an idea was conceived by local businessmen to develop a country club and residential community of a quality that would do justice to the historic atmosphere of Albemarle County ... Read More

FARMINGTON
COUNTRY CLUB

1625 Country Club Circle
Charlottesville, VA 22901

Contact

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2201  Cooperative Way, Suite 100, Herndon, VA 20171

events@pfsglobal.com

Tel:  703-570-5400

Fax: 703-570-5410

© 2019 Piedmont Fund Services, Inc.